CUSIP: 72202D106 | 531 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 7,893,474 | $166.8K | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 2,755,274 | $58.2K | 0.0% | Core | Low | Charlotte, NC | 2021-11-15 | |
| 1,925,475 | $40.7K | 0.0% | Core | Medium | Zurich, Switzerland | 2021-11-15 | |
| 1,189,095 | $25.1K | 0.0% | Core | Low | Toronto, Australia | 2021-11-15 | |
| 1,155,304 | $24.4K | 0.0% | Growth | Low | Atlanta, GA | 2021-11-15 | |
| 1,057,794 | $22.4K | 0.0% | Yield | Medium | New York, NY | 2021-11-15 | |
| 837,669 | $17.7K | 0.0% | Index | Very Low | Fort Mill, SC | 2021-11-15 | |
| 732,093 | $15.5K | 0.0% | Core | Low | Boston, MA | 2021-10-25 | |
| 639,654 | $13.5K | 0.0% | Growth | Medium | Orinda, CA | 2021-11-15 | |
| 481,071 | $10.2K | 0.0% | Yield | High | West Palm Beach, FL | 2021-11-15 | |
| 466,328 | $9.9K | 0.0% | Index | Low | Scottsdale, AZ | 2021-11-05 | |
| 450,993 | $9.5K | 0.0% | ETF | Low | Waltham, MA | 2021-10-29 | |
| 384,389 | $8.1K | 0.0% | Core | Low | San Francisco, CA | 2021-11-15 | |
| 319,840 | $6.8K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2021-11-02 | |
| 313,200 | $6.6K | 0.0% | Core | Low | Nashville, TN | 2021-11-12 | |
| 298,304 | $6.3K | 0.0% | GARP | Medium | Bellevue, WA | 2021-11-15 | |
| 282,952 | $6.0K | 0.0% | N/A | N/A | St Petersburg, FL | 2021-11-02 | |
| 277,062 | $5.9K | 0.0% | Core | Low | Omaha, NE | 2021-11-08 | |
| 240,745 | $5.1K | 0.1% | Yield | High | Miami Beach, FL | 2021-11-12 | |
| 232,452 | $4.9K | 0.0% | Growth | Low | Irvine, CA | 2021-11-15 | |
| 230,206 | $4.9K | 1.2% | ETF | Low | Greenville, SC | 2021-11-15 | |
| 189,836 | $4.0K | 0.0% | ETF | Low | Fairfield, IA | 2021-11-02 | |
| 165,331 | $3.5K | 0.0% | Core | Medium | Wheaton, IL | 2021-11-15 | |
| 163,857 | $3.5K | 0.0% | Core | Low | Portsmouth, NH | 2021-11-05 | |
| 162,105 | $3.4K | 0.0% | ETF | Medium | Morristown, NJ | 2021-10-14 | |
| 161,947 | $3.4K | 0.0% | Growth | Medium | Nashville, TN | 2021-11-10 | |
| 123,359 | $2.6K | 0.0% | Core | Low | Philadelphia, PA | 2021-10-29 | |
| 112,436 | $2.4K | 0.0% | Core | Low | Chicago, IL | 2021-11-15 | |
| 97,160 | $2.1K | 0.0% | Core | Low | Great Falls, MT | 2021-11-15 | |
| 93,260 | $2.0K | 0.0% | Index | Very Low | Milwaukee, WI | 2021-11-15 | |
| 92,846 | $2.0K | 0.0% | Core | Low | Pasadena, CA | 2021-10-08 | |
| 92,447 | $2.0K | 0.0% | Core | Low | Charlotte, NC | 2021-11-05 | |
| 92,395 | $2.0K | 0.0% | GARP | Medium | Minneapolis, MN | 2021-11-15 | |
| 88,285 | $1.9K | 0.0% | Core | Low | Naples, FL | 2021-11-12 | |
| 87,636 | $1.9K | 0.0% | Index | Low | Chicago, IL | 2021-11-12 | |
| 81,557 | $1.7K | 0.1% | N/A | N/A | Media, PA | 2021-10-28 | |
| 80,931 | $1.7K | 0.0% | Core | Low | Sylvania, OH | 2021-10-20 | |
| 79,794 | $1.7M | 0.2% | Core | Medium | Scottsdale, AZ | 2024-04-22 | |
| 79,650 | $1.7K | 0.0% | Core | Very Low | New York, NY | 2021-10-29 | |
| 77,725 | $1.6K | 0.0% | Core | Low | St. Louis, MO | 2021-11-15 | |
| 75,755 | $1.6K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2021-11-05 | |
| 75,020 | $1.6K | 0.0% | Core | Low | Milwaukee, WI | 2021-11-12 | |
| 73,231 | $1.5K | 0.6% | ETF | Low | Woburn, MA | 2021-10-20 | |
| 72,000 | $1.5K | 0.0% | Value | High | Boston, MA | 2021-11-15 | |
| 71,278 | $1.5K | 0.0% | N/A | N/A | Memphis, TN | 2021-11-12 | |
| 69,971 | $1.5K | 0.0% | Growth | Very Low | Omaha, NE | 2021-11-10 | |
| 68,099 | $1.4K | 0.0% | ETF | Very Low | Houston, TX | 2021-10-20 | |
| 65,531 | $1.4K | 0.0% | Growth | Medium | Chesterfield, MO | 2021-10-19 | |
| 64,116 | $1.4K | 0.0% | Core | Low | Austin, TX | 2022-07-25 | |
| 62,900 | $1.3K | 0.0% | Core | Low | New York, NY | 2021-11-12 | |
| 62,532 | $1.3K | 0.0% | ETF | Low | Berwyn, PA | 2021-10-07 | |
| 59,264 | $1.3K | 0.0% | Core | Low | Stamford, CT | 2021-11-12 | |
| 54,718 | $1.2K | 0.0% | Index | Low | Springfield, MA | 2021-11-15 | |
| 53,988 | $1.1K | 0.0% | ETF | Low | Beachwood, OH | 2021-10-19 | |
| 53,245 | $1.1K | 0.0% | Growth | Medium | Pleasanton, CA | 2021-11-09 | |
| 52,876 | $1.1K | 0.1% | ETF | Medium | Asheville, NC | 2021-10-18 | |
| 50,839 | $1.1K | 0.0% | ETF | Medium | Campbell, CA | 2021-11-12 | |
| 49,046 | $1.0K | 0.0% | N/A | N/A | Pittsburgh, PA | 2021-11-12 | |
| 45,673 | $965 | 0.0% | N/A | N/A | Wellesley, MA | 2021-11-15 | |
| 43,042 | $909 | 0.0% | Agg Growth | Low | New York, NY | 2021-11-15 | |
| 41,571 | $878 | 0.0% | N/A | N/A | San Diego, CA | 2021-11-16 | |
| 41,128 | $869 | 0.0% | ETF | Medium | Santa Ana, CA | 2021-11-15 | |
| 40,026 | $846 | 0.0% | N/A | N/A | El Segundo, CA | 2021-11-16 | |
| 39,126 | $827 | 0.0% | Growth | Medium | Troy, MI | 2021-10-28 | |
| 39,049 | $825 | 0.0% | Core | Low | Toronto, Australia | 2021-11-12 | |
| 38,320 | $810 | 0.0% | ETF | Very Low | Hunt Valley, MD | 2021-11-16 | |
| 36,830 | $778 | 0.0% | Growth | Low | Austin, TX | 2022-07-26 | |
| 36,450 | $770 | 0.0% | ETF | Low | New York, NY | 2021-11-12 | |
| 34,758 | $734 | 0.0% | Growth | Medium | Anaheim, CA | 2021-11-12 | |
| 33,480 | $707 | 0.0% | Core | Low | Sioux Falls, SD | 2021-10-26 | |
| 32,671 | $690 | 0.0% | Index | Very Low | Schaumburg, IL | 2021-11-16 | |
| 32,059 | $677 | 0.0% | Core | Medium | Ft. Lauderdale, FL | 2021-11-03 | |
| 31,384 | $663 | 0.0% | N/A | N/A | Denver, CO | 2021-11-16 | |
| 30,766 | $655 | 0.0% | Growth | Low | New York, NY | 2021-11-09 | |
| 29,854 | $631 | 0.0% | Index | Very Low | Denver, CO | 2021-11-10 | |
| 28,065 | $593 | 0.0% | Agg Growth | Very Low | Austin, TX | 2021-11-01 | |
| 25,760 | $544 | 0.0% | Index | Low | Sioux Falls, SD | 2021-11-10 | |
| 25,626 | $542 | 0.0% | N/A | N/A | St. Petersburg, FL | 2021-10-18 | |
| 25,199 | $532 | 0.0% | ETF | Medium | Los Angeles, CA | 2021-10-12 | |
| 25,153 | $531 | 0.0% | Deep Value | High | Denver, CO | 2021-10-20 | |
| 25,040 | $529 | 0.0% | ETF | Medium | Los Angeles, CA | 2021-11-01 | |
| 24,000 | $507 | 0.0% | ETF | Low | New York, NY | 2021-11-12 | |
| 23,804 | $503 | 0.0% | Growth | Very Low | Albany, NY | 2021-11-12 | |
| 22,847 | $483 | 0.0% | N/A | N/A | Houston, TX | 2021-10-15 | |
| 22,750 | $480.7K | 0.3% | ETF | High | Brookfield, WI | 2026-05-29 | |
| 22,670 | $479 | 0.0% | N/A | N/A | Atlanta, 2Q | 2021-11-12 | |
| 22,632 | $478 | 0.0% | Value | Very Low | Duluth, GA | 2021-10-20 | |
| 22,400 | $473 | 0.0% | Growth | Medium | New York, NY | 2021-11-03 | |
| 22,157 | $468 | 0.0% | Core | Low | New York, NY | 2021-10-13 | |
| 22,111 | $467 | 0.0% | Agg Growth | Very Low | Los Angeles, CA | 2021-11-12 | |
| 22,069 | $466 | 0.0% | ETF | Low | Madison, WI | 2021-11-15 | |
| 21,500 | $454 | 0.1% | Growth | Very Low | Orinda, CA | 2021-11-03 | |
| 21,047 | $444.7K | 0.0% | N/A | N/A | Holbrook, NY | 2023-03-22 | |
| 20,741 | $446 | 0.0% | GARP | Low | Chicago, IL | 2021-11-12 | |
| 20,641 | $436 | 0.0% | ETF | Low | Newport Beach, CA | 2021-11-15 | |
| 20,426 | $432 | 0.0% | N/A | N/A | Suffern, NY | 2021-10-13 | |
| 20,344 | $429 | 0.0% | Core | Low | Madison, NJ | 2021-11-04 | |
| 20,177 | $428 | 0.0% | Growth | Low | Memphis, TN | 2021-11-16 | |
| 19,732 | $417 | 0.0% | ETF | Medium | Chicago, IL | 2021-11-15 | |
| 19,546 | $413 | 0.0% | ETF | Low | Knoxville, TN | 2021-10-12 | |
| 19,213 | $406 | 0.0% | ETF | Low | Alpharetta, GA | 2021-10-27 | |
| 19,100 | $404 | 0.0% | Core | Low | New York, NY | 2021-11-12 | |
| 18,685 | $394 | 0.0% | Core | Medium | Reno, NV | 2021-11-15 | |
| 16,100 | $340 | 0.0% | ETF | Low | Irving, TX | 2021-11-15 | |
| 15,947 | $337 | 0.0% | ETF | Low | Newport Beach, CA | 2021-10-13 | |
| 15,932 | $337 | 0.0% | Growth | Medium | Ann Arbor, MI | 2021-10-28 | |
| 15,800 | $344 | 0.1% | ETF | Medium | Newtown, PA | 2021-11-12 | |
| 15,343 | $324 | 0.0% | N/A | N/A | Laguna Hills, United Kingdom | 2021-11-15 | |
| 15,275 | $323 | 0.0% | N/A | N/A | Lincoln, NE | 2021-11-12 | |
| 15,032 | $318 | 0.0% | ETF | Medium | Davenport, IA | 2021-11-01 | |
| 15,000 | $317 | 0.0% | Index | Very Low | Buffalo, NY | 2021-10-28 | |
| 15,000 | $317 | 0.0% | Growth | Low | Bloomington, IL | 2021-10-26 | |
| 14,980 | $319 | 0.0% | Growth | Very Low | Birmingham, AL | 2021-11-09 | |
| 14,910 | $313 | 0.0% | Core | Low | Toronto, Australia | 2021-11-12 | |
| 14,900 | $315 | 0.0% | Core | Low | Billings, MT | 2021-11-02 | |
| 14,652 | $309.6K | 0.0% | Growth | Low | San Diego, CA | 2026-06-15 | |
| 14,300 | $302 | 0.0% | Value | Low | New York, NY | 2021-11-15 | |
| 13,758 | $291 | 0.0% | GARP | Low | North Palm Beach, FL | 2021-11-03 | |
| 13,357 | $282.2K | 0.0% | ETF | Low | Decatur, IL | 2021-10-12 | |
| 13,281 | $281 | 0.0% | Core | Medium | Topeka, KS | 2021-11-01 | |
| 13,000 | $275 | 0.0% | N/A | N/A | Princeton, NJ | 2021-11-09 | |
| 12,700 | $268 | 0.0% | Core | Low | New York, NY | 2021-11-18 | |
| 12,200 | $258 | 0.0% | N/A | N/A | Lafayette, LA | 2021-10-28 | |
| 11,724 | $248 | 0.0% | Index | Low | New York, NY | 2021-10-25 | |
| 11,316 | $239 | 0.1% | ETF | Medium | Maplewood, NJ | 2021-10-19 | |
| 11,292 | $239 | 0.0% | Growth | Very Low | Indianapolis, IN | 2022-06-02 | |
| 11,292 | $239 | 0.0% | N/A | N/A | La Jolla, CA | 2021-11-12 | |
| 11,165 | $236 | 0.0% | ETF | Medium | Birmingham, AL | 2021-10-19 | |
| 11,086 | $236 | 0.0% | N/A | N/A | Detroit, MI | 2021-11-10 | |
| 10,585 | $226 | 0.0% | ETF | Medium | Clearwater, FL | 2021-10-20 | |
| 10,424 | $220 | 0.0% | Core | Medium | Richmond, VA | 2021-10-14 | |
| 10,100 | $213 | 0.0% | Core | Very Low | Savannah, GA | 2021-10-27 | |
| 10,072 | $212 | 0.0% | Core | Low | Atlanta, GA | 2021-10-19 | |
| 9,675 | $204 | 0.0% | ETF | Medium | Overland Park, KS | 2021-11-05 | |
| 8,819 | $186 | 0.0% | Growth | Low | Santa Monica, CA | 2021-10-27 | |
| 8,696 | $184 | 0.0% | ETF | Very Low | Newport Beach, CA | 2021-10-12 | |
| 8,185 | $173 | 0.0% | Growth | Low | San Antonio, TX | 2021-11-04 | |
| 7,500 | $168 | 0.0% | N/A | N/A | Wheeling, WV | 2021-10-04 | |
| 6,900 | $146 | 0.0% | Growth | Very Low | Boston, MA | 2021-11-12 | |
| 5,838 | $123 | 0.0% | Core | Medium | New York, NY | 2021-11-10 | |
| 5,784 | $122 | 0.0% | Index | Low | Minneapolis, MN | 2021-11-10 | |
| 5,275 | $111 | 0.0% | ETF | Low | Highland Park, IL | 2021-11-15 | |
| 5,212 | $110 | 0.0% | N/A | N/A | San Francisco, CA | 2022-12-01 | |
| 5,025 | $106 | 0.0% | ETF | Very Low | West Des Moines, IA | 2021-11-02 | |
| 4,337 | $92 | 0.0% | ETF | Medium | St. Charles, IL | 2021-10-21 | |
| 3,848 | $81 | 0.0% | Growth | Medium | Mclean, VA | 2021-10-22 | |
| 3,605 | $76 | 0.0% | Core | Low | Clayton, MO | 2021-11-02 | |
| 3,499 | $74 | 0.0% | Growth | Very Low | Weston, FL | 2021-10-29 | |
| 2,563 | $54 | 0.0% | ETF | Low | Edina, MN | 2021-11-12 | |
| 2,500 | $53 | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 2,488 | $53 | 0.0% | ETF | Low | Englewood, CO | 2021-11-09 | |
| 2,100 | $44.4K | 0.0% | Value | Medium | Levis, Austria | 2024-08-30 | |
| 2,007 | $42 | 0.0% | ETF | Low | Vienna, VA | 2021-11-10 | |
| 1,800 | $38 | 0.0% | Core | Low | New York, NY | 2021-11-03 | |
| 1,750 | $36 | 0.0% | Growth | Very High | New York, NY | 2021-10-13 | |
| 1,669 | $35 | 0.0% | Yield | Medium | Ft Lauderdale, FL | 2021-10-12 | |
| 1,449 | $31 | 0.0% | N/A | N/A | St. Louis, MO | 2021-11-02 | |
| 1,417 | $30 | 0.0% | Growth | Low | Columbus, OH | 2021-10-28 | |
| 1,400 | $30 | 0.0% | GARP | Very Low | Nashville, TN | 2021-10-26 | |
| 1,320 | $28 | 0.0% | Core | Low | Ithaca, NY | 2021-10-22 | |
| 1,280 | $27 | 0.0% | Growth | Low | Lutherville, MD | 2021-10-12 | |
| 1,112 | $26 | 0.0% | ETF | Medium | Toms River, NJ | 2021-11-17 | |
| 1,107 | $23 | 0.0% | GARP | Medium | Mclean, VA | 2021-10-15 | |
| 1,040 | $21 | 0.0% | N/A | N/A | Charlotte, NC | 2021-10-07 | |
| 1,000 | $21 | 0.0% | Growth | Low | Salt Lake City, UT | 2021-10-19 | |
| 1,000 | $21 | 0.0% | Core | Low | New York, NY | 2021-11-15 | |
| 903 | $19 | 0.0% | Index | Low | San Francisco, CA | 2021-11-02 | |
| 690 | $15 | 0.0% | Growth | Very Low | Fort Mitchell, KY | 2021-11-05 | |
| 500 | $11 | 0.0% | ETF | Low | Red Bank, NJ | 2021-10-26 | |
| 400 | $8 | 0.0% | N/A | N/A | Tucson, AZ | 2021-11-12 | |
| 400 | $8.5K | 0.0% | Core | Very Low | New York, NY | 2021-11-15 | |
| 336 | $7 | 0.0% | ETF | Low | Berwyn, PA | 2021-10-21 | |
| 233 | $5 | 0.0% | ETF | Low | Newburgh, NY | 2021-10-12 | |
| 200 | $4 | 0.0% | Core | Low | New York, NY | 2021-10-12 | |
| 200 | $4 | 0.0% | N/A | N/A | Indianapolis, IN | 2021-11-03 | |
| 41 | $1 | 0.0% | ETF | Low | West Chester, PA | 2021-11-01 | |
| 5 | $0 | 0.0% | Growth | Medium | Boston, MA | 2022-02-14 | |
| 0 | $0 | 0.0% | N/A | Very Low | Ashburn, VA | 2023-09-21 |